BWA
HD icon

Bordeaux Wealth Advisors’s Home Depot HD Stock Holding History

Bordeaux Wealth Advisors’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$551K Buy
1,503
+118
+9% +$42.7K 0.07% 81
2025
Q1 		$507K Sell
1,385
-62
-4% -$24.2K 0.09% 88
2024
Q4 		$563K Buy
1,447
+22
+2% +$8.99K 0.09% 83
2024
Q3 		$578K Buy
1,425
+483
+51% +$176K 0.1% 81
2024
Q2 		$324K Sell
942
-132
-12% -$45K 0.06% 105
2024
Q1 		$412K Sell
1,074
-323
-23% -$118K 0.14% 67
2023
Q4 		$484K Sell
1,397
-752
-35% -$233K 0.16% 62
2023
Q3 		$649K Sell
2,149
-83
-4% -$26.7K 0.26% 45
2023
Q2 		$693K Buy
2,232
+35
+2% +$10.3K 0.28% 43
2023
Q1 		$648K Buy
2,197
+52
+2% +$15.9K 0.33% 44
2022
Q4 		$678K Sell
2,145
-72
-3% -$21.9K 0.37% 41
2022
Q3 		$612K Buy
2,217
+935
+73% +$276K 0.38% 43
2022
Q2 		$352K Sell
1,282
-104
-8% -$30.7K 0.24% 61
2022
Q1 		$415K Sell
1,386
-194
-12% -$67.3K 0.22% 63
2021
Q4 		$656K Buy
1,580
+617
+64% +$235K 0.3% 53
2021
Q3 		$316K Sell
963
-522
-35% -$171K 0.18% 63
2021
Q2 		$474K Buy
+1,485
New +$472K 0.27% 56

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bordeaux Wealth Advisors's HD Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Home Depot (HD) stake by 8.5% in Q2 2025, buying an estimated $42.7K and bringing the position to 1,503 shares worth $551K. The position accounts for 0.07% of the portfolio, ranked #81.

Bordeaux Wealth Advisors first reported a position in HD in Q2 2021 and has held it in 17 quarters since. The position peaked at $693K in Q2 2023. 3,996 funds tracked by Wall St. Rank hold HD as of Q2 2025.

  • Bordeaux Wealth Advisors held 1,503 shares of Home Depot worth $551K as of Q2 2025.
  • Bordeaux Wealth Advisors bought 118 Home Depot shares in Q2 2025, an estimated $42.7K.
  • Home Depot made up 0.07% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #81 holding.
  • Bordeaux Wealth Advisors first reported a position in Home Depot in Q2 2021 and has held it in 17 quarters since.
  • Bordeaux Wealth Advisors's Home Depot position peaked at $693K in Q2 2023.
  • 3,996 funds tracked by Wall St. Rank held Home Depot as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.